IRS Documents Checklist (FREE 1-Page Download)

Not sure what to gather before you file your taxes, respond to an IRS notice, or take the next step? This simple 1-page checklist will help you get organized quickly—without feeling overwhelmed.

What’s included:

• Personal + identity items
• IRS letters + notice details to locate
• Tax returns + income documents (W-2s, 1099s, etc.)
• IRS transcript access checklist (highly recommended)
• Basic financial documents (if you owe taxes)

Quick Tip: Don’t delay just because you don’t have everything. Gather what you can in 15 minutes, then take the next step. 

Want the full step-by-step kit?

Check out Your Simple Guide to Getting Back on Track with the IRS for the full checklist + common mistakes to avoid + next steps + bonus tools (IRS call script + 7-day plan).